Ruby Olmos Email & Phone Number
Who is Ruby Olmos? Overview
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Ruby Olmos is listed as Director of Engagement at WINA, a with 1031 employees, based in Chicago, Illinois, United States. AeroLeads shows a matched LinkedIn profile for Ruby Olmos.
Ruby Olmos previously worked as Athlete Advisor (Sales Associate) at Wilson Sporting Goods Co. and Analyst at Rambler Investment Fund. Ruby Olmos holds Bachelor'S Degree, Finance, General, Junior from Loyola University Chicago.
Email format at WINA
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About Ruby Olmos
Ruby Olmos is a Director of Engagement at WINA. She possess expertise in analytical skills, microsoft excel, accounts payable, quickbooks, financial accounting.
Listed skills include Analytical Skills, Microsoft Excel, Accounts Payable, Quickbooks, and 1 others.
Ruby Olmos's current company
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Ruby Olmos work experience
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Athlete Advisor (Sales Associate)
Current
Analyst
Current• Conducted equity research on Copart Inc. (NYSE: CPRT) using Refinitiv, discounted cash flow model, economic drivers, risk factors, and comps analysis, which aligned with the fund’s investment thesis and macroeconomic outlook resulting in an allocation • Pitched a long position on Copart, Inc. earning selection as one of the top 4 out of 29 pitches to present to 100+ alumni, industry professionals, and Loyola’s investment committee in the external round
Wealth Management Intern
• Prepared client materials and assisted with marketing projects for financial advisors and the wealth planning team• Conducted strategic cold calls to generate qualified leads for Trailhead Retirement Group
Investment Management Sales Associate
• Researched RIAs to identify highest priority prospects for distribution of William Blair Funds • Created targeted prospect lists for internal and external U.S. sales team using Discovery Data, Salesforce CRM, and data visualization tools such as Tableau to enhance prospect engagement • Presented a potential pitch for William Blair’s U.S. Equity Small Cap Growth Fund, showcasing strong communication skills to interact with potential buy-side clients such as financial advisors, wholesalers, and RIAs
Taxable Fixed Income
• Utilized Bloomberg Terminal and API BQL workbooks to track and compare real-time corporate and treasury bond rates to support bond traders in monitoring daily price fluctuations and liquidity risk, contributing to optimal investment opportunities • Researched prospective clients, analyzed municipalities’ portfolio holdings to identify and communicate cross selling opportunities, facilitating trading transactions that directly improved team performance and revenue growth
International Equity Sales And Trading
• Built financial models of the Equity Department’s revenue forecasts integrating modeling techniques acquired through my FMC Modeling Certificate to assist in the company’s international growth • Analytically assessed algorithmic trading strategies using Instinet’s transaction cost analysis software (TCA) to identify and eliminate underperforming algorithms to streamline trading performance and reduce fee-related costs • Leveraged advanced Excel skills by integrating monthly, quarterly, and yearly revenue targets into the Equity Daily Trading Report; provided performance assessments for each trader to engage and facilitate team growth
Accountant
• Managed the firm’s Accounts Payable/Receivables process to complete various capital markets and investment banking transactions and accurately posted daily bank reconciliations and journal entries within QuickBooks • Responsible for running the automated Daily Trading Reports to the MDs, President, and firm CEO
Colleagues at WINA
Other employees you can reach at wilson.com. View company contacts for 1031 employees →
Teresa Nguyen
Colleague at WinaVietnam, Viet Nam
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MC
Mauri Carrió Aguilar
Colleague at WinaGreater Barcelona Metropolitan Area, Spain
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JD
Jose Dick Gallegos
Colleague at WinaCookeville, Tennessee, United States
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BG
Ben Gannon
Colleague at WinaCheltenham, England, United Kingdom
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BD
Benjamin Donahue
Colleague at WinaGreater Chicago Area, United States
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SS
Sonny Sox
Colleague at WinaNashville, Tennessee, United States
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DS
Danielle Segin
Colleague at WinaGreater Philadelphia, United States
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AZ
Aurore Zardo
Colleague at WinaFrance
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BS
Beverly Stone
Colleague at WinaNashville, Tennessee, United States
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MG
Marco Goretti
Colleague at WinaPoppi, Tuscany, Italy
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Ruby Olmos education
Bachelor'S Degree, Finance, General, Junior
High School Diploma
Frequently asked questions about Ruby Olmos
Quick answers generated from the profile data available on this page.
What company does Ruby Olmos work for?
Ruby Olmos works for WINA.
What is Ruby Olmos's role at WINA?
Ruby Olmos is listed as Director of Engagement at WINA.
Where is Ruby Olmos based?
Ruby Olmos is based in Chicago, Illinois, United States while working with WINA.
What companies has Ruby Olmos worked for?
Ruby Olmos has worked for Wina, Wilson Sporting Goods Co., Rambler Investment Fund, Morgan Stanley, and William Blair.
Who are Ruby Olmos's colleagues at WINA?
Ruby Olmos's colleagues at WINA include Teresa Nguyen, Mauri Carrió Aguilar, Jose Dick Gallegos, Ben Gannon, and Benjamin Donahue.
How can I contact Ruby Olmos?
You can use AeroLeads to view verified contact signals for Ruby Olmos at WINA, including work email, phone, and LinkedIn data when available.
What schools did Ruby Olmos attend?
Ruby Olmos holds Bachelor'S Degree, Finance, General, Junior from Loyola University Chicago.
What skills is Ruby Olmos known for?
Ruby Olmos is listed with skills including Analytical Skills, Microsoft Excel, Accounts Payable, Quickbooks, and Financial Accounting.
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